SBA Tax
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SBA Tax
We are a full-service Accounting firm licensed in AZ & ID. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly. If you are looking for a blend of personal service and expertise, you have come to the right place!

Our rates are affordable. We are experienced and friendly. Call today and schedule a consultation with one of our tax experts! Reach us at 602-368-3588. We pride ourselves on being very efficient, affordable, and of course, extremely discreet. We take care of your business for you, so you can get back to the job of running your business.
Services
Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality. We take care of your books for you, so you can get back to the job of running your business and generating profits. We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention. Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms.
Cindy attended both Boise State University and Idaho State University. She has been in the accounting industry for over 20 years. Cindy grew up in a rural small town in Idaho and wanted to trade the snow and cold for the warm sun and moved to Phoenix, AZ. Cindy has always had one goal in mind - to provide an individualized approach to her clients' tax savings.
Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit? Should the inheritance be given at a certain age? Is the intended beneficiary in a shaky marriage with divorce as a possibility? Are there children from a previous marriage? Should inheritance be protected from potential creditors of the heir?
Reviews (14)
Jaque Kay
Jaque Kay
Jun 24, 2021
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I have used this company for years. I highly recommend Cindy and her team. They take it personally and treat you like it. They care.
Kathleen Iudicello
Kathleen Iudicello
Apr 25, 2021
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Critical: Professionalism, Quality, Responsiveness, Value
Very unprofessional and rude communication from the owner, and not responsive in a timely manner. I was a client for over 3 years and am extremely disappointed by his actions and communication.
Versha Anderson
Versha Anderson
Apr 17, 2021
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SEEK SUPPORT ELSEWHERE. The CFO Jared Crystal of this organization is unprofessional, rude, and not transparent. Please use a different company. I simply inquired about his invoice and fees, which are not published anywhere on the site and his invoices differed substantially - I have very simple and standard tax needs. Also, he made mistakes on my return last year, so I wanted to ensure I understood everything before paying, and instead of providing the information he replied with the following:
"It is not that hard to understand....I honestly don't have time or energy to explain to you what my
D. Rg
D. Rg
Aug 09, 2020
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Critical: Professionalism, Quality, Responsiveness, Value
These people do the absolute minimum on everything and will charge you the absolute maximum for it in return. Customer service is also awful. If you have an issue and are seeking correspondence, be prepared to never get it. They are absolutely terrible on every level. BEWARE!!!!
Stephen Petitt
Stephen Petitt
Jun 15, 2020
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Cindy and her team have been doing my taxes for 15+ years and I couldn't imagine using anyone else.
Jan C. Smith
Jan C. Smith
Jun 02, 2019
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DO NOT go with these people. They filed my taxes the day of the deadline, not to mention asking me all the questions they needed that day. It's July 2019 and I still haven't gotten my refund from 2018. They did not add my unit number of all things like I asked and they still blamed me the client for me not getting my return. STEER CLEAR of these people and get another CPA.
Kat Jensen
Kat Jensen
Apr 16, 2019
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They have done our taxes 2 years now. They are very friendly and really try their best to find us every dime they can of savings. I would highly recommend them to anyone with a small business or who just wants their taxes done right.
Tiffany Carlson-Richison
Tiffany Carlson-Richison
Nov 07, 2018
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Cindy Dillard with Small Business Accounting, Tax, & Bookkeeping Service is AMAZING. I could not be more happy with the service provided. Cindy does not just do your taxes, she works along
side your financial planner to put together annual, and projected goals for your retirement and future. Because of her knowledge of taxes and her communication skills, she and my financial advisor came up with a logical game plan saving me tens of thousands and in the future hundreds of thousands of dollars. I am grateful for her to take the time to look at our families whole picture to ethically create a plan
Andy Jensen
Andy Jensen
Mar 29, 2018
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We expected to owe thousands this year. Instead, thanks to SBA Tax, we're getting a refund. That's some Hogwarts level stuff. Affordable too. We'll be repeat customers. 👍
David Rider
David Rider
Dec 29, 2017
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I love Cindy and her staff. She has absolutely saved me tons of money and I feel confident with my taxes. Not only is she good at the actual tax work but she can help you with your tax strategy! It would be silly to use anyone else.
JoAnn Clinton
JoAnn Clinton
Oct 30, 2017
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I can't say enough about these folks. They genuinely care for small businesses. I was late in filing my 2016 taxes and they helped me every step of the way. They have years of experience and wisdom. I would use them for all your accounting needs as you don't wanna mess with the IRS when it comes to your business. I work very hard to build my business. I wouldn't trust it in anyone else's hands. Thanks so much for all your help!
Sharie Powell
Sharie Powell
Sep 11, 2017
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A giant thank you to Jared for his support and donation to our 9.11 Fallen Heroes auction. It's refreshing to see a professional selflessly giving back to the community.
Steve Riley
Steve Riley
Jun 06, 2017
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Small Business Accounting & Tax Service is great. They have done our small business taxes for years. Jared is a true professional and we love working with him and his staff. Highly recommend this company!
Ryan Nalepinski
Ryan Nalepinski
Sep 22, 2015
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I've been very fortunate to work with Small Business Accounting for years. They do an exemplary job with the x's and o's of tax preparation. In addition, they also have streamlined systems in place to get you in-and-out of their offices quickly. We all know how unforgiving the process can sometimes. We can't find receipts. We lose emails. Small Business Accounting helps you stay on task by providing worksheets to help you stay organized and has always been forthcoming (and forgiving) with email communication.